Growth-Oriented Financial Advisor | Open-Architecture Platform

lplfinancial; Athol (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Cornerstone Bank in Athol, MA is seeking a Financial Advisor affiliated with LPL Financial to help clients grow their wealth. This role leverages the bank's referral network to build a robust client base and deliver investment solutions using LPL's platform.

Advisors are independent contractors, with support from the bank and LPL. The position requires investment experience, appropriate securities licenses, and a commitment to client-focused financial planning.

Qualifications

• Series 7 and 66 required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build a strong client base through the bank's referral system.
• Grow and manage client investment solutions using LPL tools.
• Collaborate with Cornerstone Bank and LPL to meet clients' financial goals.

Skills

Investment sales

Education

Series 7 & 66 (63/65) licenses

Insurance license

Job description

Cornerstone Bank in Athol, MA is seeking a Financial Advisor affiliated with LPL Financial to help clients grow their wealth. This role leverages the bank's referral network to build a robust client base and deliver investment solutions using LPL's platform.

Advisors are independent contractors, with support from the bank and LPL. The position requires investment experience, appropriate securities licenses, and a commitment to client-focused financial planning.